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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,331 | $116,167-88.5% | $64,489-79.3% | $137,256-90.3% |
| Participation rate | 65.0% | 68.2%-3.2pp | 67.7%-2.7pp | 80.0%-15.0pp |
| Annual return | 18.79% | 36.55%-17.8pp | 55.03%-36.2pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,378 | $4,215-67.3% | $2,778-50.4% | $6,407-78.5% |
| Admin fee / account holder | $436 | $6,188-92.9% | $4,260-89.8% | $12,270-96.4% |